World Equity Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

World Equity Group’s Portfolio FXL Stock Details FXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-63,791	Closed	-$4.69M	–	408
2023 Q1	$4.69M	Buy	63,791 +56,856	+820%	+$5.74M	0.7%	27
2022 Q4	$635K	Buy	6,935 +145	+2%	+$13.4K	0.15%	154
2022 Q3	$589K	Sell	6,790 -2,870	-30%	-$284K	0.15%	144
2022 Q2	$909K	Buy	9,660 +644	+7%	+$66.4K	0.23%	120
2022 Q1	$1.05M	Buy	+9,016	New	+$1.05M	0.23%	126

Other funds holding FXL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

World Equity Group's FXL Position: Q2 2023 in Review

World Equity Group sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2023, closing a stake of 63,791 shares — an estimated $4.69M sold.

World Equity Group first reported a position in FXL in Q1 2022 and held it in 5 quarters. The position peaked at $4.69M in Q1 2023. 203 funds tracked by Wall St. Rank hold FXL as of Q2 2023.

World Equity Group reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 63,791 First Trust Technology AlphaDEX Fund shares in Q2 2023, an estimated $4.69M.
World Equity Group first reported a position in First Trust Technology AlphaDEX Fund in Q1 2022 and held it in 5 quarters.
World Equity Group's First Trust Technology AlphaDEX Fund position peaked at $4.69M in Q1 2023.
203 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.